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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
926
Valeo Financial Advisors
Indiana
$345K +$11.9K +93 +4%
EWM
927
Evermay Wealth Management
Virginia
$343K – – –
HCM
928
Hengehold Capital Management
Ohio
$343K +$255 +2 +0.1%
ACM
929
Ategra Capital Management
Virginia
$343K +$294K +2,300 New
BSB
930
Bangor Savings Bank
Maine
$342K +$19.7K +154 +7%
OR
931
Olympiad Research
Connecticut
$341K -$11.6K -91 -4%
OIA
932
OneDigital Investment Advisors
Kansas
$340K -$639 -5 -0.2%
BWP
933
BSW Wealth Partners
Colorado
$336K -$95.8K -750 -25%
IWM
934
IHT Wealth Management
Illinois
$336K -$66.9K -524 -19%
MIA
935
MainStreet Investment Advisors
Illinois
$335K +$3.07K +24 +1%
BFS
936
Bradley Foster & Sargent
Connecticut
$333K -$47.9K -375 -14%
VAM
937
Vontobel Asset Management
New York
$330K -$4.73K -37 -2%
TMAM
938
Tokio Marine Asset Management
Japan
$330K +$21.5K +168 +8%
KWM
939
Keebeck Wealth Management
Illinois
$328K – – –
TI
940
Truepoint Inc
Ohio
$325K +$278K +2,178 New
WGA
941
Weather Gauge Advisory
Virginia
$324K +$1.66K +13 +0.6%
GC
942
Grace Capital
Massachusetts
$324K +$278K +2,174 New
PCS
943
Personal CFO Solutions
New Jersey
$322K -$91.6K -717 -25%
BWA
944
BDO Wealth Advisors
Florida
$318K -$30.1K -236 -10%
TLCM
945
Twin Lakes Capital Management
California
$318K +$273K +2,137 New
PA
946
Parallel Advisors
California
$317K -$71.8K -562 -21%
SAM
947
Seelaus Asset Management
New Jersey
$316K +$639 +5 +0.2%
WKWM
948
Walter & Keenan Wealth Management
Indiana
$313K – – –
CL
949
CPWM LLC
Washington
$313K +$11.2K +88 +4%
WJA
950
Willis Johnson & Associates
Texas
$312K +$267K +2,093 New
36 37
38
39 40